J. Scott Davis, Certified Financial Planner™
Scott Davis has over 23 years of financial management experience. A CERTIFIED FINANCIAL PLANNER™ Professional and licensed Financial Advisor, his knowledge, experience, and focused commitment provide tangible value to clients within a variety of industry sectors. Scott has been an integral part of several national investment banks, which gives him a distinctly refined perspective on wealth management solutions for individuals, families, offices, charitable gift plans, endowments, and foundations.
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